"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Cathie Wood sold some of her shares in Netflix, Broadcom, and AMD on Thursday. Netflix has been recovering since walking away from its Warner Bros. Discovery deal. Broadcom and AMD are riding high on the AI trend, but have been sliding lately. 10 …
U.S. legacy automaker General Motors GM is doubling down on its Korean operations with a $600 million investment. This move comes at a time when questions linger about its long-term presence in the country. The plan builds on an earlier $300 million announcement made in …
Key Points Alibaba Group (NYSE: BABA) has spent the past few years rebuilding its business amid regulatory pressure, slowing e-commerce growth, and rising competition. But its latestearnings callrevealed something far more important than a single quarter’s results. Management outlined an ambitious goal: to generate more …
SpaceX is about to go public and the space economy just changed forever. Bloomberg reported Tuesday that Elon Musk’s rocket and satellite company is preparing to file its S-1 prospectus as early as this week, targeting roughly $75 billion in proceeds. That would make it …
Car rental stocks surged today after Hertz Global HTZ) reported a significant increase in website traffic as travelers look for alternatives to flying amid a TSA shortage that has led to unusually long airport security lines across the United States. The ongoing federal funding lapse …
Here’s a quick recap of the crypto landscape for Wednesday (March 25) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$71,240.60, up by 1.4 percent over …
Key Points Reports suggest SpaceX could file its IPO prospectus as soon as this week. Various media outlets suggest the company could raise $50 billion at a valuation of up to $1.8 trillion. Reuters reported that Musk is considering giving retail investors larger access than …
Key Points Baupost Group has historically been known for its value investing approach. The fund generated 20% annualized returns in its first 26 years. In the fourth quarter of 2025, Baupost Group significantly increased its position in a company that has lost the confidence of …
Key Points Jefferies analyst Brent Thill recommends buying Amazon and selling Palantir. Amazon is combining strengths in AI and robotics to make its retail business more efficient. Palantir is a leader in AI platforms, and its sales growth has accelerated in 10 straight quarters. These …
Key Points Nvidia is the current hardware leader, but Broadcom, AMD, and Alphabet are chipping away at its lead. Alphabet is a leader in AI software and has introduced a hardware competitor to Nvidia’s GPU. Between the two, Alphabet has a wider moat than Nvidia …